Next Level Wealth Planning, LLC Dimensional ETF Tr Transaction History

Next Level Wealth Planning, LLC

  • $127 Billion
  • Q4 2024

A detailed history of Next Level Wealth Planning, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 325,038 shares of DFAI stock, worth $10.1 Million. This represents 7.47% of its overall portfolio holdings.

Number of Shares
325,038
Holding current value
$10.1 Million
% of portfolio
7.47%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$29.0 - $31.6 $9.43 Million - $10.3 Million
325,038 New
325,038 $9.49 Billion

Others Institutions Holding DFAI

# of Institutions
602
Shares Held
229M
Call Options Held
3.7K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
Track This Portfolio

Track Next Level Wealth Planning, LLC Portfolio

Follow Next Level Wealth Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Next Level Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Next Level Wealth Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email